Why Us?

Pensions
Investments
Protection
Mortgages
Equity Release

Independent

As an Independent Financial Adviser, we are an agent of our clients. A tied advisor is an agent of the bank or organisation they work for. We are not tied to any banks or brokers, so we have access to the wider financial market to create an individual solution that is exactly right for you.

Personal

No two people are the same, and no two financial solutions are the same.

We treat every client individually and tailor a solution that is exactly right for you.

Financial

At IPFM we believe in building personal and long term relationships with our clients.

Our broad spectrum of financial services enables us to continue to look after your financial requirements as your circumstances and needs change.

Management

Trust matters. Your financial planning is as important to us as it is to you.

We are authorised and regulated by the Financial Conduct Authority giving you extra peace of mind.

What makes us different?

Our Values

Honesty & Integrity

We will provide you with an ethical and transparent service.

Accountability

We have open and honest communication with our clients and amongst our team.

Professionalism

We adhere to the Chartered Insurance Institute (CII) level of technical competence & business capability.

Client Centric

We provide personalised solutions for our clients.

Family Run

IPFM has been family run since it was founded in 1987.